Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fred? Claim Your ProfileFred Surganty is a financial professional with over 15 years of experience in the industry. Fred is currently registered with SPC as a Registered Representative and Investment Advisor Representative. Fred holds a variety of licenses, including Series 6, 7, 63, and 66. Fred is a specialist in providing a range of financial advisory services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Fred has experience working with a wide range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Fred is dedicated to helping clients reach their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consultation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
MI
09/10/2024 - Present
SPC (ANN ARBOR MI)
CO
05/14/2009 - 04/20/2016
TRANSAMERICA CAPITAL, INC. (DENVER CO)
BOTH
Issued 05/13/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/19/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2015
Series 7 - General Securities Representative Examination
BC
Issued 05/13/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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